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Who We Serve

When you partner with BentOak, you become part of a community of select clients and expert team members who value the good life.

Client Qualifications

While our client qualifications serve as a good rule of thumb, we are happy to visit with you about your personal situation to see if we would be a good fit for one another.

As a general guideline, we work with a select group of clients who possess either:

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ASSETS

MINIMUM $500,000
INVESTABLE ASSETS

OR

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INCOME

MINIMUM $200,000 GROSS
HOUSEHOLD INCOME

Client Qualifications

While our client qualifications serve as a good rule of thumb, we are happy to visit with you about your personal situation to see if we would be a good fit for one another.

As a general guideline, we work with a select group of clients who possess a minimum of $500,000 investable assets or earn a minimum of $200,000 gross household income.

The Right Fit

It’s important to work with an advisor that is familiar with your lifestyle – someone that can meet you where you are. We are uniquely qualified to serve clients in the following industries or life stages:

Retirees

Retirees

How do you transform your retirement savings into retirement income? What do you need to do to ensure you won’t outlive your retirement funds? How do you draw down your retirement accounts in the most tax-efficient manner possible? When and how should you start legacy planning to ensure your loved ones are taken care of?

We believe retirement should be a happy period of financial freedom, not a time of financial stress. That’s why our team goes the extra mile to help retirees live out the carefree golden years they have dreamed of.

Entrepreneurs

Entrepreneurs

What do you need to consider when succession planning in order to preserve the value of your business and protect your retirement? How should you structure a multi-generational family business? When is the right time for a liquidity event, and how can you maximize it?

BentOak professionals are equipped to answer these and other questions related to business finance, business tax planning, retirement plan sponsorship, and more.

Farm & Ranch

Farm & Ranch

What is the best application of windfalls generated through land sales? What estate taxes will you need to consider and when? How much of your revenue should you reinvest in your business?

Although we have broad experience with clients in the farm and ranch industry, we specialize in serving cutting horse breeders and facilitating land sales. Additionally, our team members have a wealth of experience working with the upstream segment of the Texas oil and gas industry.

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It’s important to work with an advisor that is familiar with your lifestyle – someone that can meet you where you are. We are uniquely qualified.

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Our Complimentary eBook: Guide to Legacy Planning

What will your legacy be and how can you continue to make a difference?